Civic Intelligence

California Insurance Professionals

EIN 26-3633345 • 501(c)3 • Los Angeles, CA

Profile

Our mission is to promote a facility which provided opportunities for professional education along withsocial activities for the purpose of benefitting charities in southern california.

350 South Grand Avenue Suite 3850Los Angeles, CA 90071

www.caipinfo.com

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

26th percentile

-16%

Higher net margin than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

29th percentile

-26%

Faster asset growth than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

-1.0%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$38,967

Down $13,592 (-26%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$38,967

Down $13,592 (-26%) from 2023

Revenue

Down

$83,427

Down $809 (-1.0%) from 2023

Expenses

Up

$97,020

Up $14,010 (+17%) from 2023

Net Income

Down

-$13,593

Down $14,819 (-1209%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60K$40K$20K$0Assets 2016: $31,252Liabilities 2016: $0Net Assets 2016: $31,2522016Assets 2017: $37,390Liabilities 2017: $0Net Assets 2017: $37,3902017Assets 2018: $41,940Liabilities 2018: $0Net Assets 2018: $41,9402018Assets 2019: $45,391Liabilities 2019: $0Net Assets 2019: $45,3912019Assets 2020: $49,079Liabilities 2020: $0Net Assets 2020: $49,0792020Assets 2021: $50,169Net Assets 2021: $50,1692021Assets 2022: $51,334Net Assets 2022: $51,3342022Assets 2023: $52,559Net Assets 2023: $52,5592023Assets 2024: $38,967Net Assets 2024: $38,9672024

Highlighted filing

2024

Assets$38,967
Liabilities-
Net Assets$38,967

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2016: $84,278Expenses 2016: $75,947Net Income 2016: $8,3312016Revenue 2017: $88,057Expenses 2017: $81,919Net Income 2017: $6,1382017Revenue 2018: $83,477Expenses 2018: $78,927Net Income 2018: $4,5502018Revenue 2019: $92,346Expenses 2019: $88,895Net Income 2019: $3,4512019Revenue 2020: $32,026Expenses 2020: $28,338Net Income 2020: $3,6882020Revenue 2021: $23,724Expenses 2021: $22,634Net Income 2021: $1,0902021Revenue 2022: $93,096Expenses 2022: $91,931Net Income 2022: $1,1652022Revenue 2023: $84,236Expenses 2023: $83,010Net Income 2023: $1,2262023Revenue 2024: $83,427Expenses 2024: $97,020Net Income 2024: -$13,5932024

Highlighted filing

2024

Revenue$83,427
Expenses$97,020
Net Income-$13,593

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 27, 2025
Return Version
2024v5.0
Gross Receipts
$83,427
Mission and Program Overview

Mission

Our mission is to promote a facility which provided opportunities for professional education along withsocial activities for the purpose of benefitting charities in southern california.

Program Services

DescriptionGrantsExpenses
DONATION TO FOSTERALL, A NON-PROFIT 501(C)3 ORGANIZATION-$57,020
PROVIDED OPPORTUNITIES FOR INSURANCE PROFESSIONALS FOR FUND RAISING ACTIVIES TO BENEFIT 501(C)3 ORGANIZATIONS.$40,000$40,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN FREEMANPresident-$0--
DOMINIQUE YOUNGVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
California Insurance Professionals
EIN
26-3633345
Phone
2136302448
Address
350 SOUTH GRAND AVENUE SUITE 3850, LOS ANGELES, CA 90071

Signing Officer

Name
Jonathan Freeman
Title
President
Phone
2137032598
Signed
2025-05-27

Preparer

Firm
Metcalf & Scott Accountancy Corp
Address
1150 FOOTHILL BOULEVARD SUITE G, LA CANADA, CA 91011
Preparer
Norman K Metcalf
Phone
8189571302
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: fosterall address: 1544 w. Glenoaks blvd glendale, ca 91201 cash contribution: 12,500 name: fosterall address: 1544 w. Glenoaks blvd glendale, ca 91201 cash contribution: 12,500 name: fosterall address: 1544 w. Glenoaks blvd glendale, ca 91201 cash contribution: 10,000

Form 990-ez, Part I, Line 16

Expenses travel & meetings 38 total 38

Form 990-ez, Part III

Our mission is to promote a facility which provided opportunities for professional education along withsocial activities for the purpose of benefitting charities in southern california.

Form 990-ez, Part III, Line 31

Donation to fosterall, a non-profit 501(c)3 organization

Raw XML Appendix126 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0METCALF & SCOTT ACCOUNTANCY
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0CORPORATION
IRS990EZ/BooksInCareOfDetail/PhoneNum08189571302
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01150 FOOTHILL BLVD SUITE G
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LA CANADA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091011
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052560
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt038967
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-13593
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt056982
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052560
IRS990EZ/Form990TotalAssetsGrp/EOYAmt038967
IRS990EZ/GrantsAndSimilarAmountsPaidAmt040000
IRS990EZ/GrossReceiptsAmt083427
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt052560
IRS990EZ/NetAssetsOrFundBalancesEOYAmt038967
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt052560
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt038967
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JONATHAN FREEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DOMINIQUE YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt038
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0OUR MISSION IS TO PROMOTE A FACILITY WHICH PROVIDED OPPORTUNITIES FOR PROFESSIONAL EDUCATION ALONG WITHSOCIAL ACTIVITIES FOR THE PURPOSE OF BENEFITTING CHARITIES IN SOUTHERN CALIFORNIA.
IRS990EZ/ProgramServiceRevenueAmt083427
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED OPPORTUNITIES FOR INSURANCE PROFESSIONALS FOR FUND RAISING ACTIVIES TO BENEFIT 501(C)3 ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DONATION TO FOSTERALL, A NON-PROFIT 501(C)3 ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt040000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt040000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt157020
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt097020
IRS990EZ/TotalProgramServiceExpensesAmt097020
IRS990EZ/TotalRevenueAmt083427
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CAIPINFO.COM
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt083427
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt084236
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt093096
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt023724
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0284483
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0284483
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083427
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt084236
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt093096
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt023724
IRS990ScheduleA/Total509Grp/TotalAmt0284483
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt083427
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt084236
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt093096
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt023724
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0284483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: FOSTERALL ADDRESS: 1544 W. GLENOAKS BLVD GLENDALE, CA 91201 CASH CONTRIBUTION: 12,500 NAME: FOSTERALL ADDRESS: 1544 W. GLENOAKS BLVD GLENDALE, CA 91201 CASH CONTRIBUTION: 12,500 NAME: FOSTERALL ADDRESS: 1544 W. GLENOAKS BLVD GLENDALE, CA 91201 CASH CONTRIBUTION: 10,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES TRAVEL & MEETINGS 38 TOTAL 38
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUR MISSION IS TO PROMOTE A FACILITY WHICH PROVIDED OPPORTUNITIES FOR PROFESSIONAL EDUCATION ALONG WITHSOCIAL ACTIVITIES FOR THE PURPOSE OF BENEFITTING CHARITIES IN SOUTHERN CALIFORNIA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DONATION TO FOSTERALL, A NON-PROFIT 501(C)3 ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN FREEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02137032598
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA INSURANCE PROFESSIONALS
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0263633345
ReturnHeader/Filer/PhoneNum02136302448
ReturnHeader/Filer/USAddress/AddressLine1Txt0350 SOUTH GRAND AVENUE SUITE 3850
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090071
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954505231
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0METCALF & SCOTT ACCOUNTANCY CORP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01150 FOOTHILL BOULEVARD SUITE G
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LA CANADA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091011
ReturnHeader/PreparerPersonGrp/PhoneNum08189571302
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NORMAN K METCALF
ReturnHeader/ReturnTs02025-05-28T15:41:22-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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